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| Provider | Service type | Compensation |
|---|---|---|
Service code 37 · EIN 04-2647786 | Loan Processing | $31,065 |
Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Form 5500 reported a failure to timely transmit participant contributions (Schedule H line 4a).
Retirees and beneficiaries make up 25% or more of total participants - indicates an ageing workforce or a frozen plan.
Auditor signed off without reservation - the cleanest possible opinion.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $64,345 | $96,486-33.3% | $153,500-58.1% | $77,714-17.2% |
| Participation rate | 0.0% | 81.6%-81.6pp | 77.1%-77.1pp | 70.6%-70.6pp |
| Annual return | 13.75% | 14.44%-0.7pp | 15.70%-2.0pp | 31.26%-17.5pp |
| Employer contribution / active EE | $7,547 | $5,224+44.5% | $5,039+49.8% | $2,727+176.8% |
| Participant deferral / active EE | $7,288 | $6,609+10.3% | $6,756+7.9% | $4,649+56.8% |
| Admin fee / account holder | $35 | $182-80.7% | $12,736-99.7% | $433-91.9% |